Savvy Wealth Adds $270M Perspective 6 Wealth Advisors  

Savvy Wealth, a technology-based registered investment advisor and wealth management platform, has added a Minneapolis-based advisory firm, which manages approximately $270 million in assets under management.  

Perspective 6 Wealth Advisors, founded in 2006, is led by managing partner and wealth manager Matt Nelson, senior partner and wealth manager Matthew Finley, and partner and wealth manager Jacob LaRue.  

The team is also joined by practice manager Abbey Marquardt, senior client service associate Brandon Hebert, marketing & communications coordinator Emily Janak, and financial planning associates Grace Hennen and Karissa McLaren, per the firm’s website. 

Perspective 6 provides financial planning, wealth management, retirement planning, benefits investment strategies, and equity compensation planning to professionals in the medical technology and medical device industries across Minnesota, Wisconsin, California, and Florida. 

Perspective 6 Wealth Advisors joined Savvy Wealth in early July and was previously affiliated with Focus Financial Network, a Savvy Wealth spokesperson said to Connect Money. 

“At Perspective 6, we’re dedicated to helping our clients achieve their goals, creating a supportive environment for our team and working toward something bigger than ourselves,” Nelson said. “We saw joining Savvy as an opportunity to be part of a firm that’s changing the client experience and redefining what a modern RIA can offer.”  

In addition to Perspective 6 Wealth Advisors, Savvy Wealth also added 12 financial advisors to its network, increasing its total advisor headcount to 68 since the firm’s launch in 2022. 

In July, Savvy Wealth raised $72 million in its Series B round of funding, which was led by Industry Ventures, a venture capital firm, and included new investors Vestigo Ventures and Euclidean Capital.

Pictured: Matt Nelson, Matthew Finley, and Jacob LaRue. (Not in order)